A Guide to Nimble CRM [Features, Benefits, Pricing & More]

  • Resources
  • A Guide to Nimble CRM [Features, Benefits, Pricing & More]

Table of Contents

Looking for a CRM that keeps its promises, but can’t find all the information you need to overcome your hesitations?

You are not alone. 91% of companies that employ at least ten people use CRMs. However, many businesses already using CRMs are increasingly becoming unsatisfied with their experience because of:

  • Complexity of the system
  • Lack of features (or extra features)
  • Cost
  • Poor customer service

A lot of companies promise you the world, but when it’s time to deliver the results, suddenly things aren’t as simple as they seemed during the sales pitch.

And it’s enough to trigger an aneurysm. Because if the CRM doesn’t deliver on its benefits, that means your business processes don’t improve, you fall behind your competitors, and before you know it, your company has found itself in a world of pain.

We want to ensure that doesn’t happen here. That’s why in this article, you’ll discover:

  1. What is Nimble CRM?
  2. Nimble CRM software features
  3. Benefits of CRM Nimble
  4. Nimble CRM integrations
  5. Nimble CRM Pricing
  6. Nimble CRM demo & support
  7. Nimble CRM license solutions

What is Nimble CRM?

Nimble is a social and marketing CRM that enables companies to store and organize their contacts on a single platform. It tracks leads, manages multiple sales channels, tracks tasks, and sends standardized outreach to selected targets. Since it is specially built for Microsoft 365, you can use the CRM in your Office 365/Outlook Desktop/Outlook Mobile inbox.

Nimble CRM is designed to streamline your interaction with customers by bringing all the relevant information into one easy-to-use platform.

Amaxra (that’s us!) is a licensed Nimble partner – it’s a perfect solution for our small and medium-sized clients.

Nimble CRM is designed to help companies improve and scale their operations. By centralizing all customer information, companies can significantly enhance their employee efficiency. At the same time, it equips the company with analytics that can highlight areas of potential improvement.

By automating tasks, employees gain more time to develop relationships and focusing on selling. A McKinsey study finds that about a third of all sales tasks can be automated. This frees up time for employees to focus on what really matters.

By providing an overview of the entire sales pipeline, sales reps stay on top of every lead, ensuring they never miss a step to guide prospects down the sales funnel. According to the Harvard Business Review, companies with a standard sales pipeline management process generate 18% more revenue than companies without it.

With the adoption of Nimble CRM, formalizing the sales pipeline management process is simplified.

Nimble CRM also offers the opportunity to integrate with Microsoft 365. That makes the importation of data into the CRM incredibly easy, enhancing the company’s data-sharing capabilities and improving team collaboration.

Nimble CRM Software Features

Nimble CRM Software


The quality of any CRM software is dependent on the features it offers its users.
Here are some of our favorites:

  1. Workflow templates
  2. Today page dashboard
  3. Activity management
  4. Lead qualification

Let’s take a closer look.

1. Workflow templates

Workflow templates enable your team to track the company’s most important sales processes from one place.

Whenever a new prospect enters the sales pipeline, the team can add the information about the contact straight to the platform and begin the prospect’s journey through the sales pipeline.

Workflow templates


Standardizing the sales process is one of the most challenging aspects of a business’s attempt to scale its operations. Nimble CRM offers more than a dozen user-ready templates designed to help standardize processes.

The software also makes it easy for companies to analyze their sales processes. Is there a bottleneck at a certain point in the sales funnel? It becomes easy to discover where the issue might be hiding with a CRM.

And when you know what the problem is, you can move swiftly to address it and provide your sales reps with the resources they need to close more deals.

2. Today page dashboard

Today page dashboard


After you’ve added the information about your leads and connected Nimble CRM with your social media platforms, you can oversee all that information from a single dashboard.

In the past, your sales reps had to check each platform in order to keep up with the latest developments. It’s not surprising that many opportunities slip through the cracks with such an approach.

With Nimble CRM, on the other hand, all the notifications from social media platforms are added to your dashboard, thanks to the syncing option.

The today dashboard is also customizable, allowing you to add your logo, change the photos, etc. Essentially, anything you need to make it your own.

Additionally, the dashboard allows you to maintain oversight of your entire sales pipeline and offers you the chance to examine each prospect at any phase.

3. Activity management

Keeping track of all the follow-ups, appointments, and tasks can sometimes be an all-but-impossible juggling act.

With Nimble CRM, you can view all your events connected to your Office 365 or your Nimble calendar, ensuring you never forget another appointment again.

This feature is also beneficial to management. Sales managers get to access the activities of various team members. That allows them to assign tasks to the available sales rep and receive notifications when they are completed, making the process transparent and easy to oversee.

4. Lead qualification

Lead qualification


With Nimble CRM’s lead qualification feature, companies have an overview of the entire sales process.

Sales reps can track their leads through each stage of the pipeline, knowing what the next step is at any given moment.

This helps ensure they stay on top of every prospect and never allow a lead to cool down because the sales rep missed their chance to make the next move.

Benefits of CRM Nimble

Nimble CRM offers numerous benefits, but in the interest of expediency, we’ve chosen to focus on the major ones.

Here’s a quick overview:

  • Improved employee efficiency
  • Improved customer service
  • Software integration
  • Targeted outreaches
  • Accessible from anywhere
  • Designed for small businesses

1. Improved employee efficiency

By adding Nimble CRM to your business process, tasks can be automated or simplified, helping employees to focus on their prospects and better use their time.

Managers can set specific tasks through the platform, which means employees know what is expected of them at any given time, enabling them to plan their weeks accordingly.

By working through Nimble CRM, companies can cut down on time spent on repetitive tasks, whether it’s distributing tasks to employees or creating reports.

All of this has a positive impact on the company’s bottom line. Implementing CRM software has been shown to increase productivity by 34%. At the same time, 89% of companies saw their revenue increase after adopting a CRM by as much as 20%.

2. Improved customer service

Considering that the Nimble system is a Customer Relationship Management system, it should be no surprise that one of its primary benefits is improved customer service.

Because Nimble CRM gathers data on customers’ purchase history, preferences, and interests, it allows employees to tailor their pitches better.

Asking profound questions and getting to the bottom of customers’ issues have always been the key to closing deals. Nimble CRM provides sales reps with the tools they need to achieve just that, increasing their effectiveness and improving customers’ satisfaction.

That’s why CRMs have increased customer retention by as much as 27%.

3. Software integration

This is one of the most underrated benefits of acquiring Nimble CRM.

By gaining the ability to synchronize various programs, companies can put an end to information silos and ensure that all their employees have access to relevant data.

Data silos are no joke. There are five main ways they impact businesses:

  • Slower data-driven decision making
  • Lack of trust and collaboration between departments
  • Higher costs due to redundant software
  • Poor customer experience
  • Reduction in the quality of data

Nimble CRM integrates with Office 365, bringing together contact, communication history, and calendar appointments. It can also be integrated with social media platforms such as Twitter, LinkedIn, etc.

Instead of forcing employees to jump from platform to platform, trying to keep track of all their communications and leads, Nimble CRM ensures they only have to open one dashboard to catch up on all developments.

But it goes beyond the individual employees. All of their co-workers have access to the same information on the same platform, eliminating the threat of data silos.

4. Targeted outreaches

Nimble CRM offers companies the ability to send personalized, targeted emails that can be tracked for their effectiveness.

Companies keep track of their prospects every time they click on the link by adding hyperlinks to emails.

Send personalized, mass emails means that employees can reach out to up to 300 prospects per day. Personalization is an essential tool as research has shown that 62% of customers will open an email with a personalized subject line.

5. Accessible from anywhere

With its mobile apps for iOS and Android and integration with Outlook and over 130 other SaaS apps, Nimble CRM is accessible from anywhere. Your employees can oversee their sales pipelines and interact with their leads whenever the situation calls for it.

6. Designed for small businesses

Nimble CRM reviews show that it is the #1 ranked Small Business Sales and Marketing CRM.

Nimble CRM has an easy-to-use, straightforward interface that its users can quickly master.

Additionally, its social media integrations mean that users have instant access to the information they need. This common-sense approach to interface organization means users quickly find the data they need or use the tools they want.

Combined with all the previously listed features and benefits, Nimble CRM provides small businesses with everything they need to improve their processes and take the next step.

Nimble CRM Integrations

Nimble CRM Integration

Nimble CRM can be integrated with more than 140 SaaS business app contacts and social media connections.

Some of the most popular Nimble CRM integrations are PandaDoc, IntuitQuickBooks, 366 Degrees, Wufoo, and Recurly.

This option enables companies to bring all their communications under one roof, streamlining the process and sparing employees a lot of headaches.

Here’s an overview of our five favorite integrations:

Tool Features
  • Contract management software
  • The entire contract process can be completed online within Nimble
Intuit QuickBooks
  • Accounting software package
  • Allows invoicing straight through Nimble CRM
  • Automated reminders to your clients when invoices are due
366 Degrees
  • Internet marketing automation software
  • Companies gain valuable insight into their website performance via Nimble
  • Helps increase conversion rates
  • Online form builder
  • Companies can automate their form creation using Nimble
  • Saves time
  • Subscription management system
  • Works to lower customer churn
  • Companies can tie subscription management directly to their contacts via Nimble

Nimble CRM Pricing

When it comes to Nimble CRM cost, the company offers only one pricing plan, though the actual cost depends on the payment plan. They also offer a 14-day free trial.

Payment plan Price*
Billed monthly $25/month per user
Billed annually $19/month per user

*Pricing accurate as of May 2022

For this price, Nimble CRM users unlock every feature and every benefit the CRM has to offer their companies.
It is hard to illustrate what a relief this simplicity is compared to other CRMs.

Take Microsoft Dynamics 365 CRM. It offers ten different pricing plans based on the type of business the company engages in, including:

  • Sales
  • Service
  • Marketing
  • Commerce
  • Small and medium business
  • Finance

And on it goes.

This is how the pricing plan might look for a company interested in adopting a CRM for its sales department.

Package* First Dynamic 365 app Subsequent Dynamics 365 app
Sales professional $65/user per month $20/user per month
Sales enterprise $95/user per month $20/user per month
Sales premium $135/user per month
Microsoft relationship sales $162/user per month

*Pricing accurate as of May 2022

Nimble CRM Demo & Support

Nimble CRM Support

The Nimble CRM free trial lasts for 14 days. After that point, customers have to buy their first licenses to continue using the CRM.

Nimble CRM support is available five days a week. They urge new customers to check out some of their YouTube videos like this one. This is one of the webinars hosted by Nimble’s CEO, the person who knows everything there is to know about Nimble CRM.

Nimble CRM support also hosts webinars five days a week. These are meant to answer questions about the CRM and any problems customers might have.

But if none of those options results in a solution, Nimble CRM support has one last trick up its sleeve. They offer their customers the chance to hold a screen-sharing meeting where the support team at Nimble CRM will resolve any issues.

Nimble CRM License Solutions

The idea behind the Nimble CRM licenses is simple – allow the individual users to be switched in and out, if necessary.

Let us put it this way.

You can think of licenses as seats at a concert. When you buy six tickets to see Coldplay, it doesn’t matter who will use those tickets. You can assign that ticket to any of your friends you deem worthy of the honor by reserving the seats. But you cannot bring more than six people to the concert.

The same is true of Nimble CRM licenses.

You’ve chosen to assign a user to an individual license.

Nimble’s pricing is based on the same principle, meaning that you tell Nimble how many seats you’d like to reserve at the concert. It also means that if you buy 20 licenses but only end up with 18 users, you will still pay for the full 20.

But it also means that if one of the users leaves your company, you can easily assign the license to another employee.

Amaxra CTA  2
Need Help with Microsoft Licensing?
Leave your Microsoft licensing, security, and software solutions to us so you can concentrate on moving your business forward.

Nimble CRM is too Important to Ignore

Every once in a while, a tool that presents even the most traditional of companies with an interesting dilemma.

The companies might be hesitant to change, but the tool represents such an opportunity that failing to adopt it can choke on the dust of your competition.

Have you ever seen a road-legal Ferrari try to race against an F1 Ferrari?

Nimble CRM offers its users benefits and opportunities that cannot be ignored.

With it, companies can expect to:

  1. Increase their productivity
  2. Improve their bottom line
  3. Boost employee effectiveness
  4. Elevate the level of customer service
  5. Better their ability to scale their business

And we don’t have to tell you – these benefits are nothing to scoff at. Especially when Nimble CRM is a Microsoft partner, which offers its users an extra layer of benefits.

Contact Amaxra today and check out our Nimble CRM webinar to ensure your company will keep pace with the competition for a long time!

Amaxra Contact Us CTA_1
Get Started Today

We'll build a secure and complete Microsoft software solution for your business while you concentrate on what's important.